Seamless Investor Relations and Management

• Automated Investor Onboarding- Digital KYC, compliance verification, and seamless document signing.
• Marketing & Communication Automation- Engage investors with personalized messaging and timely reminders.
• Investor Dashboards- Real-time performance tracking, tax document access, and automated notifications.
• eSignature & Mobile Access- Investors can sign and access key documents anytime, anywhere.

Secure Virtual Data Room

• NDA-controlled, secure data room with audit trails, document tracking, and analytics on investor engagement.

Powerful Investor Reporting

• One-click, auto-generated custom reports based on real-time data from system integrations.

Compliance & Regulation—Peace of Mind, Guaranteed

• SOC II Type 2 Certified- Industry-leading compliance for data security.
• KYC, Accreditation & AML Checks- Automated verification for investors.
• Real-Time & Ongoing Compliance Monitoring- Always stay ahead of regulatory requirements.

Automated Fundraising—Streamline the Entire Process

• End-to-End Digital Fundraising- From investor verification to document signing and payment collection.
• Smart Capital Call Management- Automated reminders, tracking, and real-time fund movement updates.